iShares S&P 500 Index shares owned by Clarity Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Clarity Wealth Advisors
from 13F filings
Historical chart of Clarity Wealth Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Clarity Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.2M | 3.2k | 669.34 |
| 2025-06-30 | $2.0M | 3.3k | 620.94 |
| 2025-03-31 | $1.8M | 3.2k | 561.93 |
| 2024-12-31 | $1.9M | 3.2k | 588.71 |
| 2024-09-30 | $1.7M | 3.0k | 576.84 |
| 2024-06-30 | $1.5M | 2.7k | 547.32 |
| 2024-03-31 | $1.4M | 2.7k | 525.74 |
| 2023-12-31 | $1.3M | 2.7k | 477.63 |
| 2023-09-30 | $1.2M | 2.7k | 429.40 |
| 2023-06-30 | $1.1M | 2.4k | 445.68 |
| 2023-03-31 | $985k | 2.4k | 411.03 |
| 2022-12-31 | $907k | 2.4k | 384.15 |
| 2022-09-30 | $858k | 2.4k | 358.70 |
| 2022-06-30 | $905k | 2.4k | 378.82 |
| 2022-03-31 | $1.1M | 2.4k | 453.31 |
| 2021-12-31 | $1.1M | 2.4k | 476.96 |
| 2021-09-30 | $1.0M | 2.4k | 430.56 |
| 2021-06-30 | $823k | 1.9k | 429.54 |
| 2021-03-31 | $758k | 1.9k | 397.48 |
| 2020-12-31 | $726k | 1.9k | 375.00 |
| 2020-09-30 | $672k | 2.0k | 335.66 |
| 2020-06-30 | $595k | 1.9k | 309.25 |
| 2020-03-31 | $441k | 1.7k | 258.05 |
| 2019-12-31 | $511k | 1.6k | 322.80 |